StockDriftsStockDriftsTop 50 Coastwise Capital Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | Sch US Div Equity Etf | 8.29% | 450.0K | $14.3M | +0.59%(+2.65K) | $25.95(+32.43%) | 2026-06-30 | |
| AAPL | Apple Inc | 5.4% | 32.1K | $9.3M | +2.86%(+894) | $177.80(+71.76%) | 2026-06-30 | |
| SPY | S P D R TRUST Unit SR | 5.2% | 12.0K | $8.9M | +2.30%(+270) | $497.42(+55.87%) | 2026-06-30 | |
| GOOGL | Alphabet Inc. | 4.72% | 23.0K | $8.1M | +4.43%(+976) | $152.37(+126.24%) | 2026-06-30 | |
| AMZN | Amazon Com Inc | 3.85% | 27.8K | $6.6M | -4.84%(-1.41K) | $168.25(+56.04%) | 2026-06-30 | |
| LRCX | Lam Research Corporation | 3.77% | 15.0K | $6.5M | -3.37%(-521) | $153.76(+119.43%) | 2026-06-30 | |
| NVDA | Nvidia Corp | 3.69% | 31.8K | $6.4M | +8.77%(+2.56K) | $46.28(+388.48%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 3.42% | 15.8K | $5.9M | +9.07%(+1.31K) | $366.63(+32.58%) | 2026-06-30 | |
| SCHV | Schw US Lcap Val Etf | 3.22% | 158.9K | $5.5M | -1.05%(-1.69K) | $24.80(+42.78%) | 2026-06-30 | |
| SPSM | Spdr Portfolio S&P 600 | 1.84% | 55.0K | $3.2M | +5.81%(+3.02K) | $43.89(+32.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.13% | +77.74% | — | — | +72.59% |
| Top 20 Holdings Unweighted | +21.70% | +80.23% | — | — | +76.54% |
Coastwise Capital Group, LLC reports $172.02M in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (8.3%), AAPL (5.4%) and SPY (5.2%). The top 20 holdings account for 56.13% of reported assets. Its disclosed equity book has returned +77.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Coastwise Capital Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1934500). View Coastwise Capital Group, LLC’s 13F filings on SEC